Amber Pezzimenti and Joel Lithgow from Paragon Financial Group join The Property Files podcast this week to discuss their role as financial planners and advisors. They emphasise their focus on providing clients with guidance and direction to help them achieve their financial goals.
Property investment is an important part of their strategy for growing wealth, alongside other investment options like shares and cash. They tailor their advice to each client's individual circumstances, considering factors such as existing property ownership and risk profile.
They also highlight their accessibility to clients at all wealth levels, offering financial advice to everyone and have an inclusive approach and commitment to supporting families throughout their financial journeys.
Amber and Joel further explain their modelling and scenario planning process, breaking down the financial aspects and considerations involved in achieving clients' goals, including rental yield and growth projections.
If you'd like to get in touch, reach out at https://www.paragonfg.com.au/
You can visit our website at www.raveche.com.au, connect with us on Instagram at @thepropertyfiles and @ravecheproperty and check out our Facebook and LinkedIn, Aífe Horsley and Raveche Property Group.